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20130318
20130326
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think it's being challenged by smartphones with the new samsung announcement, tablets, competition is cut throat beyond all belief. that segment of the industry is in what we call secular decline, it's still going lower. with that in mind, i think you should take action on monday morning. i want you to sell dell. you own dell, it goes, okay. it is now on the single biggest sell, sell, sell list i've ever had. right now michael dell is trying to take the company private for little less than where the stock is currently trading. i sat wrapped this morning on "squawk on the street" sitting next to david faber. when he detailed the shocking decline, you know when we're on tv and a guy's saying stuff and, geez, really? he was telling me the shocking decline in cash flow dell has experienced since the steel started percolating, dell is doing terribly. i'm confident the stock will go $8 and change. it was shortly before the deal was announced. you cannot be in dell, people. it is dangerous now. i believe you must ring the register first thing monday morning. yes, it is dangerous. and you
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